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Weekend Update & Market Outlook 10/26/25

Weekend Update & Market Outlook 10/26/25

October 25, 2025

Market Action For Last Week

  • SPY (S&P 500 ETF) — Fri 10/17 close 664.39 → Fri 10/24 close 677.25 | +12.86 pts (+1.94%). StockAnalysis
  • QQQ (Nasdaq-100 ETF) — Fri 10/17 close 603.93 → Fri 10/24 close 617.10 | +13.17 pts (+2.18%). StockAnalysis
  • IWM (Russell 2000 ETF) — Fri 10/17 close 243.41 → Fri 10/24 close 249.43 | +6.02 pts (+2.47%). Yahoo Finance

Upcoming Major Economic Reports and Potential Market Moving Events (Oct 27–31)

Monday (Oct 27)

Tuesday (Oct 28)

  • S&P CoreLogic Case-Shiller Home Price Index, FHFA House Price Index, Conference Board Consumer Confidence (10:00a ET), Richmond Fed Manufacturing (10:00a ET), Pending Home Sales. InvesTech Research+1

Wednesday (Oct 29)

Thursday (Oct 30)

  • Q3 GDP — Advance estimate (8:30a ET).
  • Weekly Initial Jobless Claims (8:30a ET). InvesTech Research

Friday (Oct 31)

  • Personal Income & Outlays incl. PCE Inflation (8:30a ET); Chicago PMI (typical mid-morning). Note: PCE next release is Oct 31. Bureau of Economic Analysis

(Context: Some federal data releases have seen delays during the October government shutdown; timelines above reflect current calendars but remain subject to change.) Reuters+1

Upcoming Major Stock Earnings Reports (Oct 27–31)

Monday (Oct 27)

  • Select names (check live list): see Investing.com earnings calendar. Investing.com

Tuesday (Oct 28)

Wednesday (Oct 29)

Thursday (Oct 30)

Friday (Oct 31)

  • ExxonMobil (XOM)Pre-market (call 8:30a CT). ExxonMobil+1

For a fuller, rolling list across all tickers, use the week view on Investing.com’s calendar (filter “U.S.” / “Next Week”).Investing.com

30-Day Outlook: Neutral-to-slightly-bullish bias. Breadth improved last week (SPY/QQQ/IWM all +~2%) and price remains near highs, but we’re heading into a loaded event cluster: FOMC (decision Wednesday), Big Tech earnings mid-week, and GDP/PCE Thu–Fri. That cocktail argues for tactical caution and the potential for volatility spikes around headlines. For positioning, I prefer theta-positive, range-tolerant structures (e.g., your Flyagonal with standard call-side widths and a modestly conservative put-diagonal below) until the policy/earnings data clears. Bureau of Economic Analysis+4StockAnalysis+4StockAnalysis+4